Filed June 19, 2012 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
STATE STREET GLOBAL ADVISORS4 years Filed as: STATE STREET BANK & TRUST CO Service code 49 · EIN 04-1867445 | Other Services | $109,106 |
KPMG LLP7+ years Filed as: KPMG, LLP Service code 10 · EIN 13-5565207 | Accounting | $89,725 |
MERCER7+ years Service code 16 · EIN 13-2834414 | Consulting | $89,386 |
NORTHERN TRUST COMPANY7+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $60,668 |
SRN DENTON6+ years Service code 29 · EIN 36-1796730 | Legal | $12,301 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,528 | $118,337-1.5% | $189,513-38.5% | $93,030+25.3% |
| Participation rate | 100.0% | 89.1%+10.9pp | 87.8%+12.2pp | 73.9%+26.1pp |
| Annual return | 13.82% | 21.77%-8.0pp | 555.15%-541.3pp | 158.70%-144.9pp |
| Employer contribution / active EE | $5,315 | $4,204+26.4% | $6,162-13.7% | $2,706+96.4% |
| Participant deferral / active EE | $6,197 | $7,123-13.0% | $8,221-24.6% | $4,562+35.8% |
| Admin fee / account holder | $180 | $100+80.8% | $12,045-98.5% | $152+18.8% |